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Lumen
LUMN

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.

Holders
665
Holders Change
+31
Holders Change %
+4.89%
% of All Funds
17.75%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
85
Increased
248
Reduced
223
Closed
42
Calls
$200M
Puts
$165M
Net Calls
+$35.1M
Net Calls Change
-$59M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
2
Janus Henderson Investors US
Colorado
$120M
3
Ameriprise
3
Ameriprise
Minnesota
$443M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$92.2M
5
GAM
5
Gotham Asset Management
New York
$44.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$554M
3
NIMC
3
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.5M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
476
William Blair & Company
Illinois
$328K 8,298 +1,050 +14%
IRS
477
Invictus RG (Singapore)
Singapore
$322K 8,146 -3,678 -31%
WA
478
WESPAC Advisors
California
$315K 7,959 +811 +11%
PHS
479
Pekin Hardy Strauss
Illinois
$315K 7,959 +7,959 New
MMG
480
Monetary Management Group
Missouri
$309K 7,800 – –
ECM
481
Everence Capital Management
Indiana
$304K 7,688 -3,130 -29%
BFA
482
Bragg Financial Advisors
North Carolina
$302K 7,629 -2,234 -23%
AH
483
Achievement Holdings
Illinois
$301K 7,600 +7,600 New
FBT
484
First Bankers Trust
Kentucky
$282K 7,117 – –
SC
485
Savant Capital
Illinois
$278K 7,027 +277 +4%
GAM
486
Griffin Asset Management
New York
$273K 6,885 – –
Bessemer Group
487
Bessemer Group
New Jersey
$266K 6,691 +1,453 +28%
CA
488
Cetera Advisors
Colorado
$261K 6,570 +875 +15%
AFG
489
Albion Financial Group
Utah
$257K 6,503 -145 -2%
CIA
490
Choate Investment Advisors
Massachusetts
$256K 6,472 +366 +6%
HSA
491
HBK Sorce Advisory
Pennsylvania
$256K 6,475 – –
TH
492
Timber Hill
Connecticut
$256K 6,456 +6,456 New
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$255K 6,464 +26 +0.4%
RT
494
Reliance Trust
Georgia
$254K 6,399 – –
BA
495
BlackRock Advisors
Delaware
$253K 6,394 – –
W
496
Wealthfront
California
$250K 6,306 +1,725 +38%
DVM
497
Dreman Value Management
Florida
$249K 6,290 -1,382 -18%
LCM
498
Liberty Capital Management
Michigan
$249K 6,296 -733 -10%
USGIU
499
U.S. Global Investors (USGI)
Texas
$249K 6,300 +6,300 New
ZDA
500
Zweig-DiMenna Associates
New York
$245K 6,200 – –
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